Creative Planning’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Creative Planning’s Portfolio CFO Stock Details CFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.44M	Sell	55,486 -6,139	-10%	-$477K	﹤0.01%	1504
2026 Q1	$4.57M	Sell	61,625 -5,494	-8%	-$418K	﹤0.01%	1278
2025 Q4	$4.96M	Sell	67,119 -5,201	-7%	-$381K	﹤0.01%	1012
2025 Q3	$5.34M	Sell	72,320 -1,854	-2%	-$135K	﹤0.01%	839
2025 Q2	$5.29M	Sell	74,174 -6,104	-8%	-$415K	﹤0.01%	734
2025 Q1	$5.5M	Sell	80,278 -2,739	-3%	-$192K	0.01%	674
2024 Q4	$5.72M	Sell	83,017 -1,346	-2%	-$95.5K	0.01%	621
2024 Q3	$5.89M	Sell	84,363 -3,911	-4%	-$260K	0.01%	584
2024 Q2	$5.67M	Sell	88,274 -3,796	-4%	-$244K	0.01%	567
2024 Q1	$6.07M	Sell	92,070 -5,941	-6%	-$371K	0.01%	548
2023 Q4	$5.95M	Sell	98,011 -11,401	-10%	-$665K	0.01%	519
2023 Q3	$6.45M	Sell	109,412 -26,669	-20%	-$1.64M	0.01%	458
2023 Q2	$8.38M	Sell	136,081 -11,097	-8%	-$683K	0.01%	388
2023 Q1	$9.17M	Sell	147,178 -33,084	-18%	-$2.09M	0.01%	359
2022 Q4	$11.5M	Sell	180,262 -116,556	-39%	-$7.69M	0.02%	316
2022 Q3	$19M	Sell	296,818 -192,402	-39%	-$12.6M	0.03%	196
2022 Q2	$31.4M	Sell	489,220 -124,962	-20%	-$8.65M	0.05%	142
2022 Q1	$45.5M	Sell	614,182 -25,288	-4%	-$1.85M	0.07%	116
2021 Q4	$49.7M	Buy	639,470 +632,605	+9,215%	+$47.5M	0.08%	100
2021 Q3	$488K	Sell	6,865 -1,431	-17%	-$105K	﹤0.01%	1313
2021 Q2	$592K	Sell	8,296 -155	-2%	-$10.9K	﹤0.01%	1180
2021 Q1	$568K	Sell	8,451 -8	-0.1%	-$517	﹤0.01%	1353
2020 Q4	$528K	Sell	8,459 -5,061	-37%	-$297K	﹤0.01%	1278
2020 Q3	$736K	Buy	13,520 +1,970	+17%	+$106K	﹤0.01%	943
2020 Q2	$599K	Buy	+11,550	New	+$583K	﹤0.01%	949

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's CFO Position: Q2 2026 in Review

Creative Planning reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 10% in Q2 2026, selling an estimated $477K and leaving 55,486 shares worth $4.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Creative Planning first reported a position in CFO in Q2 2020 and has held it in 25 quarters since. The position peaked at $49.7M in Q4 2021. 72 funds tracked by Wall St. Rank hold CFO as of Q2 2026.

Creative Planning held 55,486 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $4.44M as of Q2 2026.
Creative Planning sold 6,139 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $477K.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1504 holding.
Creative Planning first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2020 and has held it in 25 quarters since.
Creative Planning's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $49.7M in Q4 2021.
72 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.